Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.033 | 0 | 67 |
1 month | -0.023 | 0 | 24 |
3 months | 0.023 | 0 | 76 |
1 year | 0.008 | 0 | 13 |
3 years | 0.126 | 0 | 99 |
5 years | 0.158 | 0 | 99 |
10 years | 0.126 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.146 | — |
2023 | 0.185 | — |
2022 | -0.046 | — |
2021 | 0.221 | — |
2020 | 0.199 | — |
2019 | 0.188 | — |
2018 | 0.081 | — |
2017 | 0.397 | — |
2016 | -0.026 | — |
2015 | -0.003 | — |
2014 | 0.424 | — |
2013 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.019 | 0.079 | — | — |
2024 | 0.067 | 0.070 | 0.080 | -0.071 |
2023 | -0.049 | 0.107 | 0.019 | 0.105 |
2022 | -0.030 | -0.126 | 0.111 | 0.013 |
2021 | 0.012 | 0.086 | 0.121 | -0.009 |
2020 | -0.195 | 0.107 | 0.074 | 0.253 |
2019 | 0.039 | 0.062 | 0.041 | 0.033 |
2018 | -0.024 | 0.102 | -0.018 | 0.022 |
2017 | 0.139 | 0.068 | 0.070 | 0.073 |
2016 | -0.042 | 0.075 | 0.042 | -0.093 |
2015 | 0.012 | -0.005 | -0.027 | 0.019 |
2014 | 0.061 | 0.183 | 0.042 | 0.089 |
2013 | 0.041 | -0.010 | 0.104 | — |
Load adjusted returns
Year | Return |
---|---|
1 year | -0.001 |
3 years | 0.126 |
5 years | 0.158 |
10 years | 0.126 |